Individual Tax Returns

Basic Tax Return

$ 195

Per Return
  • Salary & Wage Income
  • Interest Income
  • Work Related Expenses

(Fees must be paid prior to lodgement)

Rental Schedule

$ 55

Additional Per Property
  • Profit/loss on rental income calculated
  • Asset/depreciation register
  • Borrowing cost write-offs

Capital Gains Tax Schedules

$ 110

Additional Per Event
  • Calculation of gain on sale of shares, property, etc
  • Review of eligible concessions
  • Application of carried forward losses

Business Schedule

$ 121

Additional Per Business
  • Sole trader business
  • Profit/loss calculated from your annual income & expense summary
  • Depreciation on assets such as motor vehicles calculated

Business Accounting & Tax

Small

$ 300*

Per Month
  • <$2M Turnover
    &
    <4 Employees
  • Financial Statements
  • Entity Tax Return
  • Tax Planning Report
  • Management Meetings
  • Individual Returns (x2)
  • Xero Subscription
  • BAS Lodgement

Medium

$ 400*

Per Month
  • <$2M Turnover
    &
    5-10 Employees
  • Financial Statements
  • Entity Tax Return
  • Tax Planning Report
  • Management Meetings
  • Individual Returns (x2)
  • Xero Subscription
  • BAS Lodgement

Large

$ POA

Per Month
  • >$2M Turnover
    OR
    11+ Employees
  • Financial Statements
  • Entity Tax Return
  • Tax Planning Report
  • Management Meetings
  • Individual Returns (x2)
  • Xero Subscription
  • BAS Lodgement

Bookkeeping

Small

$ 75*

Per Month
  • 100 Transactions or Less per month (Average)
  • Reconciling Bank Accounts
  • Data Entry
  • GST Reporting
  • Monthly Profit & Loss Report

Medium

$ 150*

Per Month
  • 100-200 Transactions per month (Average)
  • Reconciling Bank Accounts
  • Data Entry
  • GST Reporting
  • Monthly Profit & Loss Report

Large

$ POA

Per Month
  • 200+ Transactions per month (Average)
  • Reconciling Bank Accounts
  • Data Entry
  • GST Reporting
  • Monthly Profit & Loss Report

Payroll

$ 15*

Per Employee/Payrun
  • Processing Payroll
  • Emailing of Payslips
  • PAYG Withholding Reporting
  • Superannuation Obligations

Companies & Trusts

Companies

Company Setup

$ 1,600*

Setup Fee

Trusts

Individual Trustee(s)

$ 1,300*

Setup Fee
  • Includes $200 Stamp Duty

Corporate Trustee(s)

$ 2,000*

Setup Fee
  • Includes $200 Stamp Duty

Self Managed Super Funds (incl. SOA from Financial Planner)

Individual Trustee(s)

$ 2,500*

Setup Fee

Corporate Trustee(s)

$ 5,000*

Setup Fee

*Price excludes GST

Corporate Compliance

Annual Compliance

$ 180*

Annual Fee

Company Changes

$ POA

Once off Fee

*Price excludes GST